Meridian Enterprise Value / EBITDA8.2x LTM+0.3 vs entrySilverline forward multiple9.4x next-twelve-months EBITDAVertex trading multiple9.2x last-twelve-months EBITDAHarbor net leverage5.0x pro formaMeridian Debt / EBITDA4.5x — within covenantKeystone interest coverage3.8x maintenanceAurora fixed-charge coverage1.72xMeridian credit ratingB2 / B+ · Moody's / S&PSilverline credit ratingBa3 / BB- · stable outlookPhoenix credit ratingBaa3 / BBB- · negative watchVertex weighted-average cost of capital9.4% buildMeridian unlevered beta0.94 vs peer setMeridian cost of debt7.8% blended+20 basis pointsSilverline exit assumption9.5x at Year 5Debt62%·Mezzanine15%·Equity23%Meridian + Harbor accretion / dilution+3.2% Year 1 · +6.1% Year 2Meridian discounted cash flow output+18% upside to offerMeridian Enterprise Value / EBITDA8.2x LTM+0.3 vs entrySilverline forward multiple9.4x next-twelve-months EBITDAVertex trading multiple9.2x last-twelve-months EBITDAHarbor net leverage5.0x pro formaMeridian Debt / EBITDA4.5x — within covenantKeystone interest coverage3.8x maintenanceAurora fixed-charge coverage1.72xMeridian credit ratingB2 / B+ · Moody's / S&PSilverline credit ratingBa3 / BB- · stable outlookPhoenix credit ratingBaa3 / BBB- · negative watchVertex weighted-average cost of capital9.4% buildMeridian unlevered beta0.94 vs peer setMeridian cost of debt7.8% blended+20 basis pointsSilverline exit assumption9.5x at Year 5Debt62%·Mezzanine15%·Equity23%Meridian + Harbor accretion / dilution+3.2% Year 1 · +6.1% Year 2Meridian discounted cash flow output+18% upside to offer

DealMeridian Mfg.Industrials · Sell-sideEV$380M EVMeridian·Revenue$142M·EBITDA$38M·Multiple10.0xMeridian revenue$142M last twelve months+12% year-over-yearMeridian adjusted EBITDA$42.2M run-rateincludes $4.2M of addbacksMeridian EBITDA margin26.8% last twelve monthsOne-time$2.1M·Run-rate normalization$1.4M·Synergies$0.7MDealHarbor LogisticsIndustrials · Buy-sideEV$480M EVRun-rate synergies$24M·Year-1 EPS impact+3.2%Harbor revenue CAGR28% from 2022 to 2025ahead of planHarbor adjusted EBITDA$58M last twelve months+9% year-over-yearDealClarity AnalyticsTMT · Growth recapEV$240M EVClarity Annual Recurring Revenue$168M · +14% quarter-over-quarterClarity bookings$192M last twelve monthsClarity EBITDA margin22% · up 180 basis pointsDealPhoenix InsuranceFIG · Take-privateEV$1.1B EVPhoenix book value per share$42.80 · 1.34x Price-to-BookPhoenix net interest margin2.8%Phoenix combined ratio94.2% (loss + expense)DealSilverline HealthHealthcare · Buy-sideEV$620M EVSilverline adjusted EBITDA$72M last twelve months+11%DealMeridian Mfg.Industrials · Sell-sideEV$380M EVMeridian·Revenue$142M·EBITDA$38M·Multiple10.0xMeridian revenue$142M last twelve months+12% year-over-yearMeridian adjusted EBITDA$42.2M run-rateincludes $4.2M of addbacksMeridian EBITDA margin26.8% last twelve monthsOne-time$2.1M·Run-rate normalization$1.4M·Synergies$0.7MDealHarbor LogisticsIndustrials · Buy-sideEV$480M EVRun-rate synergies$24M·Year-1 EPS impact+3.2%Harbor revenue CAGR28% from 2022 to 2025ahead of planHarbor adjusted EBITDA$58M last twelve months+9% year-over-yearDealClarity AnalyticsTMT · Growth recapEV$240M EVClarity Annual Recurring Revenue$168M · +14% quarter-over-quarterClarity bookings$192M last twelve monthsClarity EBITDA margin22% · up 180 basis pointsDealPhoenix InsuranceFIG · Take-privateEV$1.1B EVPhoenix book value per share$42.80 · 1.34x Price-to-BookPhoenix net interest margin2.8%Phoenix combined ratio94.2% (loss + expense)DealSilverline HealthHealthcare · Buy-sideEV$620M EVSilverline adjusted EBITDA$72M last twelve months+11%

MeridianRound 2 of 3 · advancing four biddersAuroraEight indications of interest receivedSilverlineLetter of intent signed · April 18HarborHart-Scott-Rodino antitrust clearedClarityCommercial diligence · week fourVertexVirtual data room open · 1,284 docsKeystoneFinal bids due June 28PhoenixRegulatory approval pendingNovaTerm sheet version 3 circulatedAtlasDay-1 integration readyMeridian mandateSell-side · broad auctionSilverline mandateBuy-side advisor · PE V sponsorAurora mandateSell-side · targeted processVertex mandateSell-side · broad auctionPhoenix mandateTake-private · Credit II leadAtlas mandateCarve-out advisory · TMTLive mandatesthree in marketMeridianRound 2 of 3 · advancing four biddersAuroraEight indications of interest receivedSilverlineLetter of intent signed · April 18HarborHart-Scott-Rodino antitrust clearedClarityCommercial diligence · week fourVertexVirtual data room open · 1,284 docsKeystoneFinal bids due June 28PhoenixRegulatory approval pendingNovaTerm sheet version 3 circulatedAtlasDay-1 integration readyMeridian mandateSell-side · broad auctionSilverline mandateBuy-side advisor · PE V sponsorAurora mandateSell-side · targeted processVertex mandateSell-side · broad auctionPhoenix mandateTake-private · Credit II leadAtlas mandateCarve-out advisory · TMTLive mandatesthree in market

Meridian DCF per share$42.80 at 10% discount rate+18% upside to offerIndustrials precedent transactions10.2x median EBITDA · 2020–2025Industrials trading comps8.8x Enterprise Value / EBITDAHealthcare precedent transactions12.4x last-twelve-months EBITDATMT trading comps5.2x Enterprise Value / forward revenueConsumer trading comps1.4x Enterprise Value / revenueMeridian 52-week range$31.10 – $48.20Meridian terminal growth rate2.5% in-perpetuitySPY$515.23+0.82%QQQ$442.18+1.04%IWM$210.84-0.22%XLI$128.40+0.52%XLV$152.90+0.18%XLK$218.64+1.18%XLE$96.48-0.34%Meridian implied upside+18% to 11.0x entryMeridian DCF per share$42.80 at 10% discount rate+18% upside to offerIndustrials precedent transactions10.2x median EBITDA · 2020–2025Industrials trading comps8.8x Enterprise Value / EBITDAHealthcare precedent transactions12.4x last-twelve-months EBITDATMT trading comps5.2x Enterprise Value / forward revenueConsumer trading comps1.4x Enterprise Value / revenueMeridian 52-week range$31.10 – $48.20Meridian terminal growth rate2.5% in-perpetuitySPY$515.23+0.82%QQQ$442.18+1.04%IWM$210.84-0.22%XLI$128.40+0.52%XLV$152.90+0.18%XLK$218.64+1.18%XLE$96.48-0.34%Meridian implied upside+18% to 11.0x entry

Meridian Term Loan B$380M · SOFR +475bps · 7-yearMeridian Term Loan A$420M · SOFR +325bps · 5-yearMeridian Revolver$75M undrawn of $100MSilverline Mezzanine$120M · 12% payment-in-kindTerm Loan B$380M·Mezzanine$120M·Equity$280MHarbor unsecured notes$150M · 8.75% · non-call 3 yearsHarbor subordinated notes11.5% · bullet maturityPhoenix covenantsCovenant-lite · leverage 6.0x maximumPhoenix original issue discount99.5 · non-call 2 yearsKeystone yield-to-maturity7.8%+10 basis pointsVertex dividend recapitalization$120M at 6.5x leverageVertex refinancing proceeds$210M distributed to sponsorAtlas management roll-over equity12% of post-close equityAurora EBITDA-to-interest coverage3.1xNova equity check$95M · 40% of total sourcesMeridian Term Loan B$380M · SOFR +475bps · 7-yearMeridian Term Loan A$420M · SOFR +325bps · 5-yearMeridian Revolver$75M undrawn of $100MSilverline Mezzanine$120M · 12% payment-in-kindTerm Loan B$380M·Mezzanine$120M·Equity$280MHarbor unsecured notes$150M · 8.75% · non-call 3 yearsHarbor subordinated notes11.5% · bullet maturityPhoenix covenantsCovenant-lite · leverage 6.0x maximumPhoenix original issue discount99.5 · non-call 2 yearsKeystone yield-to-maturity7.8%+10 basis pointsVertex dividend recapitalization$120M at 6.5x leverageVertex refinancing proceeds$210M distributed to sponsorAtlas management roll-over equity12% of post-close equityAurora EBITDA-to-interest coverage3.1xNova equity check$95M · 40% of total sources

Federal funds rate5.25% · paused at March meetingSecured Overnight Financing Rate5.31% · 30-day averageEuropean Central Bank deposit3.75%Bank of England base rate5.00%Core CPI · March3.1% year-over-year-0.1 percentage pointsProducer Price Index · March2.2% year-over-year+0.1US unemployment rate3.9%US GDP · Q1+2.8% annualizedGlobal M&A announced year-to-date$412B+6%US middle-market M&A · Q1$94B across 318 deals+9%Private equity dry powder$1.1T uncalled capital+2%IPO count year-to-date41 · proceeds $8.2BTMT middle-market deals · Q182 · +9 week-over-weekHealthcare middle-market · Q164 · +4Industrials middle-market · Q158 · +6High-yield spread312 basis points · tightening-8Investment-grade spread118 basis pointsLower middle7.8x·Middle9.4x·Upper middle11.2xFederal funds rate5.25% · paused at March meetingSecured Overnight Financing Rate5.31% · 30-day averageEuropean Central Bank deposit3.75%Bank of England base rate5.00%Core CPI · March3.1% year-over-year-0.1 percentage pointsProducer Price Index · March2.2% year-over-year+0.1US unemployment rate3.9%US GDP · Q1+2.8% annualizedGlobal M&A announced year-to-date$412B+6%US middle-market M&A · Q1$94B across 318 deals+9%Private equity dry powder$1.1T uncalled capital+2%IPO count year-to-date41 · proceeds $8.2BTMT middle-market deals · Q182 · +9 week-over-weekHealthcare middle-market · Q164 · +4Industrials middle-market · Q158 · +6High-yield spread312 basis points · tightening-8Investment-grade spread118 basis pointsLower middle7.8x·Middle9.4x·Upper middle11.2x

Now draftingAurora Confidential Information Memorandum v3Now buildingMeridian LBO sensitivity tables · 5 casesNow reconcilingKeystone Quality of Earnings with Alvarez & MarsalNow populatingMeridian football field · 4 methodologiesNow syndicatingVertex non-disclosure agreements · 34 sponsorsNow redliningSilverline Stock Purchase Agreement v7Meridian LBO modelversion 4.2 locked · 24% IRR · 5-year holdMeridian discounted cash flowversion 3 · $42.80 per share outputMeridian trading comparables12 public peers · 8.8x median EBITDAMeridian precedent transactions18 deals · 10.2x median EBITDAAurora process letterversion 2 · bids due June 14Vertex buyer track list48 financial sponsors / 12 strategicsSilverline investment committee memodraft 3 · PE V meets ThursdaySilverline staple financingJefferies / Golub · $800M committedHarbor + Meridian accretion / dilution+3.2% Year 1 · +6.1% Year 2Harbor synergy build$24M run-rate · 18-month realizationPhoenix actuarial reviewMilliman · reserve adequacy opinionAurora management presentationversion 4 · Chicago rehearsalAtlas carve-out planTransition Services Agreement · 9 functions · 12 monthsNova diligence workstreamsLegal · IP · regulatory · Quality of EarningsFee pool year-to-date$8.2M realized · $3.4M pending closeDeals closed year-to-date9 mandates · $2.1B aggregate valueBake-offs won3 of 4·Win rate75%Now draftingAurora Confidential Information Memorandum v3Now buildingMeridian LBO sensitivity tables · 5 casesNow reconcilingKeystone Quality of Earnings with Alvarez & MarsalNow populatingMeridian football field · 4 methodologiesNow syndicatingVertex non-disclosure agreements · 34 sponsorsNow redliningSilverline Stock Purchase Agreement v7Meridian LBO modelversion 4.2 locked · 24% IRR · 5-year holdMeridian discounted cash flowversion 3 · $42.80 per share outputMeridian trading comparables12 public peers · 8.8x median EBITDAMeridian precedent transactions18 deals · 10.2x median EBITDAAurora process letterversion 2 · bids due June 14Vertex buyer track list48 financial sponsors / 12 strategicsSilverline investment committee memodraft 3 · PE V meets ThursdaySilverline staple financingJefferies / Golub · $800M committedHarbor + Meridian accretion / dilution+3.2% Year 1 · +6.1% Year 2Harbor synergy build$24M run-rate · 18-month realizationPhoenix actuarial reviewMilliman · reserve adequacy opinionAurora management presentationversion 4 · Chicago rehearsalAtlas carve-out planTransition Services Agreement · 9 functions · 12 monthsNova diligence workstreamsLegal · IP · regulatory · Quality of EarningsFee pool year-to-date$8.2M realized · $3.4M pending closeDeals closed year-to-date9 mandates · $2.1B aggregate valueBake-offs won3 of 4·Win rate75%

Pipeline3 live · 7 in diligence · 12 pitchedDealAurora FoodsConsumer · Sell-sideEV$215M EVAurora teasersent to 34 financial sponsors / 8 strategicsAurora Confidential Info Memodistributed to 22 bidders under NDAAurora management meetings12 sessions bookedAurora site visit4 scheduled · Chicago plant tourAurora Round 1 bids8 indications of interest · $180–240M rangeAurora Round 24 bidders advancingDealKeystone ChemIndustrials · Sell-sideEV$540M EVKeystone Quality of EarningsAlvarez & Marsal · final draftKeystone legal diligenceKirkland & Ellis · filings readyKeystone final bids4 expected by June 28Vertex management meetings3 of 5 confirmed · New YorkVertex data room1,284 files across 22 foldersMeridian site visitsponsor tour May 14 · Cleveland plantSilverline 100-day plandrafted · operating review FridayWall-crossingtop-tier strategics under NDAPipeline3 live · 7 in diligence · 12 pitchedDealAurora FoodsConsumer · Sell-sideEV$215M EVAurora teasersent to 34 financial sponsors / 8 strategicsAurora Confidential Info Memodistributed to 22 bidders under NDAAurora management meetings12 sessions bookedAurora site visit4 scheduled · Chicago plant tourAurora Round 1 bids8 indications of interest · $180–240M rangeAurora Round 24 bidders advancingDealKeystone ChemIndustrials · Sell-sideEV$540M EVKeystone Quality of EarningsAlvarez & Marsal · final draftKeystone legal diligenceKirkland & Ellis · filings readyKeystone final bids4 expected by June 28Vertex management meetings3 of 5 confirmed · New YorkVertex data room1,284 files across 22 foldersMeridian site visitsponsor tour May 14 · Cleveland plantSilverline 100-day plandrafted · operating review FridayWall-crossingtop-tier strategics under NDA

PE V$2.8B · '19 vintagePE V dry powder$620M uncalledPE V co-invest$180M open on SilverlinePE V platform6 bolt-ons YTD · $840M spendPE V hold period4.2 yr median · 9 exitsPE V typical check$200M – $500M equityGrowth I$1.5B · '21 vintageGrowth I tuck-ins3 YTD · avg $45MGrowth I check size$50M – $150M · minorityCredit II$1.2B · '23 vintageCredit II deployed$420M · 14 positionsCredit II yield11.2% current+30bpsStrategic biddersCaterpillar · Illinois Tool · EatonStrategic precedentITW / Metalex · 11.4x LTMSponsor precedentWarburg / Cenova · 9.2x LTMSponsors64%·Strategics36%Sponsor exit multiple9.8x avg · +0.6 vs entryEBITDA growth45%·Multiple+1.5xPE V$2.8B · '19 vintagePE V dry powder$620M uncalledPE V co-invest$180M open on SilverlinePE V platform6 bolt-ons YTD · $840M spendPE V hold period4.2 yr median · 9 exitsPE V typical check$200M – $500M equityGrowth I$1.5B · '21 vintageGrowth I tuck-ins3 YTD · avg $45MGrowth I check size$50M – $150M · minorityCredit II$1.2B · '23 vintageCredit II deployed$420M · 14 positionsCredit II yield11.2% current+30bpsStrategic biddersCaterpillar · Illinois Tool · EatonStrategic precedentITW / Metalex · 11.4x LTMSponsor precedentWarburg / Cenova · 9.2x LTMSponsors64%·Strategics36%Sponsor exit multiple9.8x avg · +0.6 vs entryEBITDA growth45%·Multiple+1.5x

2-Year US Treasury4.72%-5 basis points5-Year US Treasury4.34%-4 basis points10-Year US Treasury4.21%-3 basis points30-Year US Treasury4.48%-2 basis points2s / 10s curve-51 basis points · invertedUS Dollar Index (DXY)102.4-0.10Euro / US Dollar1.081+37 pipsBritish Pound / US Dollar1.272+18 pipsUS Dollar / Japanese Yen151.42+0.30Brent crude oil$78.42 / barrel+0.5%West Texas Intermediate crude$74.18 / barrel+0.4%Gold$2,041 / troy ounce+0.3%Copper$3.88 / pound+0.9%CBOE Volatility Index (VIX)13.4 · calm regime-0.7MOVE Index · rate volatility102 · easing-3Bitcoin$62,400+1.8%CDX investment-grade spread54 basis points · tight-22-Year US Treasury4.72%-5 basis points5-Year US Treasury4.34%-4 basis points10-Year US Treasury4.21%-3 basis points30-Year US Treasury4.48%-2 basis points2s / 10s curve-51 basis points · invertedUS Dollar Index (DXY)102.4-0.10Euro / US Dollar1.081+37 pipsBritish Pound / US Dollar1.272+18 pipsUS Dollar / Japanese Yen151.42+0.30Brent crude oil$78.42 / barrel+0.5%West Texas Intermediate crude$74.18 / barrel+0.4%Gold$2,041 / troy ounce+0.3%Copper$3.88 / pound+0.9%CBOE Volatility Index (VIX)13.4 · calm regime-0.7MOVE Index · rate volatility102 · easing-3Bitcoin$62,400+1.8%CDX investment-grade spread54 basis points · tight-2

Meridian Quality of Earnings adjustment-$2.1M · run-rate correctionMeridian order backlog$185M · book-to-bill 1.12xMeridian capacity utilization84% across 3 plantsMeridian maintenance / growth capex$12M / $6MKeystone inventory turnover4.2x per yearVertex capacity utilization91% · Line A bottleneckHarbor fleet utilization78% across 420 trucksDays sales outstanding54·Days payable outstanding38·Days inventory outstanding62Harbor net working capital+$4.8M post-closeAurora same-store sales growth+4.8% year-over-yearAurora traffic / average ticket+2.1% / +2.6%Aurora new store openings12 year-to-date · 48-store fleetSilverline clinic census2,140 locations · +6% year-over-yearSilverline same-facility growth+4.2% organicNova organic / acquired growth+18% / +6%Phoenix loss ratio61% · target 60–63%Phoenix expense ratio31.2%Phoenix return on equity14.8%Atlas subscribers · average revenue per user2.4M · $18.40Atlas monthly churn2.1%Clarity net revenue retention112% · up 3 percentage pointsNova top-10 customer concentration41% of revenueUnited States65%·Europe25%·Asia-Pacific10%Meridian Quality of Earnings adjustment-$2.1M · run-rate correctionMeridian order backlog$185M · book-to-bill 1.12xMeridian capacity utilization84% across 3 plantsMeridian maintenance / growth capex$12M / $6MKeystone inventory turnover4.2x per yearVertex capacity utilization91% · Line A bottleneckHarbor fleet utilization78% across 420 trucksDays sales outstanding54·Days payable outstanding38·Days inventory outstanding62Harbor net working capital+$4.8M post-closeAurora same-store sales growth+4.8% year-over-yearAurora traffic / average ticket+2.1% / +2.6%Aurora new store openings12 year-to-date · 48-store fleetSilverline clinic census2,140 locations · +6% year-over-yearSilverline same-facility growth+4.2% organicNova organic / acquired growth+18% / +6%Phoenix loss ratio61% · target 60–63%Phoenix expense ratio31.2%Phoenix return on equity14.8%Atlas subscribers · average revenue per user2.4M · $18.40Atlas monthly churn2.1%Clarity net revenue retention112% · up 3 percentage pointsNova top-10 customer concentration41% of revenueUnited States65%·Europe25%·Asia-Pacific10%

Meridian IOI deadlineJune 14 · 8 sponsor targetsAurora LOI targetAugust 1 · 30-day exclusivitySilverline closeQ3 2026 · post-antitrust clearanceDealVertex MaterialsIndustrials · Sell-sideEV$720M EVBooked3 of 5·New YorkconfirmedVertex virtual data roomopen · 1,284 files loadedKeystone bidder funnel8 initial → 4 advancing-2 declinedKeystone final bids4 expected by June 28Silverline Stock Purchase Agreementversion 7 · circulated to 4 firmsHarbor Hart-Scott-Rodinocleared · 30-day waiting period lapsedSilverline financingcommitted · Credit II lead arrangerDealNova BiotechHealthcare · GrowthEV$285M EVNova exclusivity30 days · expires July 12Nova break-up fee$12M · Material Adverse Change tailSilverline 100-day plandrafted · operations review FridayAtlas Day-1 readinessTransition Services Agreement signed · 9 functionsDealAtlas MediaTMT · Carve-outEV$460M EVMeridian IOI deadlineJune 14 · 8 sponsor targetsAurora LOI targetAugust 1 · 30-day exclusivitySilverline closeQ3 2026 · post-antitrust clearanceDealVertex MaterialsIndustrials · Sell-sideEV$720M EVBooked3 of 5·New YorkconfirmedVertex virtual data roomopen · 1,284 files loadedKeystone bidder funnel8 initial → 4 advancing-2 declinedKeystone final bids4 expected by June 28Silverline Stock Purchase Agreementversion 7 · circulated to 4 firmsHarbor Hart-Scott-Rodinocleared · 30-day waiting period lapsedSilverline financingcommitted · Credit II lead arrangerDealNova BiotechHealthcare · GrowthEV$285M EVNova exclusivity30 days · expires July 12Nova break-up fee$12M · Material Adverse Change tailSilverline 100-day plandrafted · operations review FridayAtlas Day-1 readinessTransition Services Agreement signed · 9 functionsDealAtlas MediaTMT · Carve-outEV$460M EV

Backed byCharacter Capital

Built for middle-market investment banks · Beta · May 2026

Staff your deal team from a real conversation.

Oasis runs structured voice interviews with every analyst and associate candidate in your pipeline and scores them on the technicals that matter to middle-market M&A. Find the bankers who can actually model, read a CIM, and hold their own on a call.

Book a demo See how it works

Onboarding MM banks ahead of the 2026 analyst and associate class

Idle

“Walk me through how you'd value this manufacturing target.”

The pipeline today

~96% cut before a banker talks to them

Middle-market banks can’t superday 10,000 applicants.

Target-school filters, GPA cuts, and HireVue prompts gate the funnel long before an analyst or associate hops on a call. By the time your deal team is in the loop, most of the pool is gone — ranked on signal that doesn’t predict who can build a clean LBO at 2 a.m.

The gap · Why MM banking screens lose

Analyst hiring runs on the wrong signal.

Target-school filters

GPA and school cuts don’t predict deal execution.

A candidate who can build a three-statement model from scratch gets cut before someone with a 3.9 GPA who can’t.

Wharton3.9

IB ClubVP

GS SAM&A

HireVue & take-homes

Modeling tests come back done by someone else.

Outsourced on WSO, finished with ChatGPT, polished by a second-year. You’re grading who has the best network.

LBO_case.xlsxsubmitted

authored by

ChatGPT

Technical screens

The 400 Questions PDF leaks within hours.

Candidates who ace your accretion / dilution screen are often just the ones who memorized the WSO guide.

technical screenvia 400Qs PDF

None of it is a real technical conversation — the optimizers and networkers win, not the candidates who can actually staff a live deal.

Where Oasis sits

Superday-grade signal without the superday.

Every other screen sits on one of two extremes — an MD has to be on the call to read the candidate, or the automation is shallow enough to beat with a WSO guide.

Oasis is the only analyst interview layer that runs autonomously and produces conviction a staffer will actually trust.

ToolAutonomousIntelligent judgementBroad coverageDecision-grade

Target-school / GPA filter

HireVue video screens

Take-home LBO / case

Analyst phone screen

Superday

Oasis

How Oasis works

Tailored. Real-time. Decision-driven.

01 · Design

Tailored.

oasis.app/dashboard/assessments/new

Describe the role

Oasis drafts4 sections · 12 questions · 18 dims

Describe the role — analyst, associate, coverage group. Oasis drafts the technical and behavioral screen.

Oasis writes it

02 · Deploy

Real-time.

oasis.app/oa/abc123/section/1

Section · LBO mechanics12:48 elapsed

Idle

Oasis

Walk me through how a $40M EBITDA industrials deal flexes if the debt package goes from 5.0x to 6.5x.

You

Sources go up by ~$60M, equity check drops, IRR lifts but…

The agent walks candidates through live modeling and valuation prompts, then pushes back.

Timed voice interview

03 · Benchmark

Decision-driven.

oasis.app/dashboard/sessions/9b4a

Composite

63/100

Discuss

Cohort avgCandidate

Technical (LBO / DCF)

Accounting fluency

Client poise

Every analyst scored against the same-role cohort your staffers already trust.

Benchmark · Query your cohort

Ask for the analyst you need.

Every candidate is benchmarked against your same-role cohort. Ask for LBO depth, DCF reasoning, accounting fluency, or client poise — Oasis ranks who fits the staffing need.

No more re-reading 400 rubrics at 11pm before superday. Just ask.

e.g. "strongest LBO mechanics in the analyst pool"

Ranked

Ranking by LBO mechanics412 analysts · cohort avg 66

01
A
Avery Chen
Analyst · Industrials
94+28
02
R
Rohan Patel
Analyst · Healthcare
91+25
03
M
Maya Singh
Analyst · TMT
87+21
04
J
Jordan Lee
Analyst · Consumer
83+17
+ 408 more rankedshortlist → superday

Plug into any ATS · No integration required

Your existing tools, on autopilot.

A computer-use agent drives your ATS the same way a recruiter does — opening analyst records, posting interview scores, leaving notes, advancing to superday. No IT ticket. No six-month integration. No data leaving your firm.

WorkdayGreenhouseiCIMSSuccessFactorsOracle TaleoAnything in a browser

If a person can do it in a browser, the agent can do it in a browser.

workday.com / pipeline / 2026-analyst-class

Oasis · computer-use

CandidateRoleStageInterview score

AA. Patel

Analyst · M&AInterview

—

KK. Mori

Analyst · M&AInterview

—

JJ. Diaz